Set Up Additional Email Fields in QuickBooks

 
Why you would set up extra email fields:
Sometimes customers may want shipment notification emails sent to multiple people in their organization.  By default, QuickBooks only records a single email address for each customer.  If you would like to use more than one email address per customer, you must do some special setup in QuickBooks.  For more about setting up emails, see: Email - QVN
 
How to set up extra email fields:
QuickBooks stores email information in the customer record.  To record more than one, you must add a custom field to the customer record.  A 'custom field' can hold any type of information you'd like.
 
  1. Choose a customer to edit, and open the editing screen in QuickBooks.
  2. In the customer editing area, find the custom field section.
  3. Create a new custom field with an appropriate name. (Example: "2nd E-mail")
  4. Save your changes.  The new custom field will now appear on all customers, and OzLINK will have access to it.
 
For a more detailed explanation of this process, please see the QuickBooks help.
If OzLINK gathers extra email addresses from the customer record, you can stop here.  If OzLINK gathers extra email addresses from the transactions, continue below.
 
How to list the extra email fields in transactions:
QuickBooks can display the extra email fields on your transactions so they can be easily accessed and changed.
 
  1. Open a transaction you are interested in (an invoice, for example)
  2. In the toolbar, select customize to change the design and layout
  3. Add the appropriate custom field to the transaction.  (The custom field must already exist.  See above if it does not.)
 
OzLINK will now have access to the extra email fields on any transaction that lists them.